TD Wealth
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TD Wealth Employees
TD Wealth August 2013 - Present
Sterling Services Group September 2008 - August 2013
McCabe Capital Managers LTD June 2006 - September 2008
SEI July 1998 - July 2006
Skills
Wealth Management, Relationship Management, Investment Advisory, Trust Services, Financial Advisory, CRM, Strategic Financial..., Wealth Management..., Wealth, Financial Services, Estate Planning, Finance, Bonds, Management
Education
La Salle University - School of Business Administration 2004 — 2008
MBA, Finance
Villanova University 1994 — 1998
BSBA, Finance
Lasalle College High School 1990 — 1994
TD Wealth July 2013 - Present
HSBC Bank Canada February 2006 - July 2013
CIBC Imperial Service April 2000 - February 2006
Skills
Investments, Strategic Financial..., Credit, Wealth Management..., High Net Worth..., Retirement, Estate Planning, Wealth Management, Finance, Mortgage Lending, Loans, Portfolio Management, Banking
Education
University of Alberta 1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General
Rowan University July 2014 - Present
TD Wealth October 2012 - July 2014
TD November 2011 - November 2012
TD Wealth Management April 2007 - May 2010
Skills
Information Security, Risk Management, Operational Risk..., Risk Assessment, Microsoft Excel, Visio, PowerPoint, Information Assurance, Business Continuity, Homeland Security, Finance
Education
Penn State University 2010 — 2011
Master of Professional Studies, Information Security and Forensics, 3.52
Rowan University 2006 — 2008
Bachelor of Science, Finance
TD Wealth May 2009 - Present
RBC Dominion Securities November 2000 - May 2009
BMO Nesbitt Burns November 1993 - October 2000
Skills
Asset Allocation, Equities, Fixed Income, Wealth Management, Economics, Presentations, Portfolio Management, Equity Valuation, Retirement Planning, Financial Risk, Investments, Investment Advisory, Investment Strategies, Wealth
Education
CFA Institute 1998 — 2000
CFA
Concordia University 1988 — 1993
Bachelor of Commerce, Major Finance, Minor Management
John Abbott College 1985 — 1987
DEC, Commerce, Psychology
John XXIII / Dorval High 1980 — 1985
TD Wealth December 2010 - Present
TD Canada Trust March 2001 - November 2010
Skills
Outlook, Teamwork, Excel, Access, Problem Solving, Financial Analysis, Risk Management, Banking
Education
Canadian Securities Institute
Investment Advisor Training
Canadian Securities Institute
Conduct and Practices Handbook (CPH)
Canadian Securities Institute
Canadian Securities Certificate (CSC - Level 1 & 2)
Kwantlen University College
Micro-Computer Application Specialist
Fiji College of Advance Education
Associate's Degree, Teacher - Home Economics and Nutrition Studies
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
TD Wealth August 2015 - Present
TD Asset Management August 2013 - August 2015
J.P. Morgan Asset Management May 2012 - August 2012
Foundation Western May 2011 - August 2011
Ontario Ministry of Environment July 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Analysis, Teamwork, Financial Modeling, Research, Excel, Sales, Leadership, Data Analysis, Customer Service, Microsoft Office, Economics, PowerPoint, Social Media, Investment Research, Mentoring, VBA, Time Management, Bloomberg, Fundamental Analysis
Education
CFA Institute
Ivey Business School at Western University 2011 — 2013
Bachelor, HBA 2013
Reims Management School 2013 — 2013
Bachelor's degree, Masters Sup de Co Exchange Program
The University of Western Ontario 2009 — 2011
Bachelor, Management and Organizational Studies Finance and Administration
University of Toronto Schools 2003 — 2009
High School
TD Wealth January 2015 - Present
TD Wealth January 2013 - January 2015
CIBC Wood Gundy June 2009 - December 2012
CIBC Wood Gundy October 1998 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Financial Risk, Compliance
Education
Concordia University 1991 — 1994
Bachelor of Commerce (BCom), Finance, General
CEGEP - John Abbott College 1989 — 1991
Bachelor of Commerce (BCom)
TD Wealth February 2013 - Present
CCYAA (Steve Nash Basketball Camp) October 2012 - Present
Tanknology May 2012 - February 2013
TD Waterhouse September 2010 - May 2012
Research House March 2010 - September 2010
Ryerson University SOS January 2010 - May 2010
Ryerson January 2010 - April 2010
Skills
Analysis, French, Research, Public Speaking, Teamwork, Time Management, Marketing Research, Auditing, Sales, Management, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, Project Management, Team Leadership, Strategic Planning, PowerPoint, Marketing, Business Development, Market Research
Education
CERAM Sophia Antipolis 2010 — 2010
Grande Ecole, Finance et Marketing
Canadian Securities Course (CSC) 2006 — 2010
Bachelor's Degree, Finance
Ryerson Polytechnic University 2006 — 2010
Bachelor's Degree, Finance Major, Marketing Minor
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance, Marketing Minor
Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Finance; Marketing
Newtonbrook Secondary School 2002 — 2006
JuneOntario Secondary School
Diploma (O.S.S.D), Bilingual Diploma
TD Wealth October 2001 - Present
Skills
Banking, Wealth Management, Strategic Financial..., Asset Management, Portfolio Management, Investments, Estate Planning, Equities, Risk Management, Series 7, Retirement Planning, Financial Analysis, Securities, Finance, Financial Planning, Credit, Credit Analysis
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in TAX
Boston College
BA, Education
Cannon Financial Institute @ Boston University
CTFA Certification, Fiduciary - Cannon Trust School
Cannon Financial Institute @ University of Notre Dame
Trust Tax School Certification, Fiduciary Taxation
TD Wealth May 2009 - Present
Skills
Portfolio Management, Wealth Management, Investments, Investment Advisory, Asset Management, Stocks, Retirement Planning, Wealth, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Equities, Securities, ETFs
Education
Bishop's University 1988 — 1992
BBA, Marketing/Human Resources
TD Wealth September 2005 - Present
Skills
Mutual Funds, Portfolio Management, Wealth Management, Investments, Investment Advisory, Retirement Planning
Education
McMaster University 1994 — 1998
TD Wealth June 2014 - Present
BMO Investments Inc. March 2008 - May 2014
Skills
Retirement Planning, Investments, Finance, Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Advisory, Portfolio Management, Retirement, Asset Allocation
Education
Saint Mary's University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
TD Wealth September 2015 - Present
TD Canada Trust December 2012 - Present
TD Canada Trust May 2009 - December 2012
TD Canada Trust October 2007 - March 2009
Skills
Active Listening, Judgment and Decision..., Problem Solving, Customer Retention, Volume Forecasting, Account Management, Communication Skills, Operations Management, New Business Development, Sales Presentations, Consultative Sales..., Risk Management, Forecasting, Mutual Funds, Relationship Management, Investments, Management, Finance, Banking, Strategic Financial..., Retirement Planning, Business Development, Sales, Financial Services, Wealth Management, Mortgage Lending, Retail Banking, Small Business Lending, Residential Mortgages, Lines Of Credit, Financial Planning
Education
IFSE 2011 — 2012
Branch Managers Examination Course
TGOU 2008 — 2011
B.Com(H), Finance
Humber College 2006 — 2008
Business Management, Finance
IFSE 2006 — 2007
Investment Funds In Canada
TD Wealth 2013 - Present
Wilmington Trust November 2008 - June 2013
UBS Wealth Management January 1994 - October 2008
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Banking, Retirement Planning, Strategic Financial..., Equities, Fixed Income, Credit, Financial Analysis, Investment Advisory, Securities, Derivatives, Investment Strategies, Asset Management, Risk Management, Financial Services, Series 7, Asset Allocation
Education
Penn State University 1976 — 1980
Bachelor of Science (BS), Economics
Westport Weston Family YMCA May 2014 - Present
Saugatuck Rowing Club May 2015 - Present
TD Wealth June 2012 - June 2013
WBDC - Women's Business Development Center 2010 - 2010
Yofi Collection 2005 - 2010
UBS May 1995 - April 2000
Skills
Barre, Fitness, Group Exercise..., Core Strength, Small Business, Marketing, Customer Service, Barbell, Business Strategy, Group Power, CPR Certified, Marketing Strategy, Fundraising, AFAA, Online Marketing, Social Media Marketing, AML, Compliance, Operational Due..., Public Relations, Event Management, Event Planning, Public Speaking, Microsoft Office, HTML, Microsoft Excel
Education
Union College
TD Wealth April 2005 - Present
Morgan Meighen & Associates October 2003 - March 2005
TD Asset Management September 1999 - September 2003
RBC Royal Bank September 1998 - September 1999
RBC Royal Bank September 1997 - September 1998
Whistler Blackcomb 1995 - 1997
Skills
Wealth Management, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, ETFs, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Wealth, Financial Advisory, Capital Markets, Securities, Fixed Income, Options, Equities, Alternative Investments
Education
McMaster University 1993 — 1994
BA, Political Science
McMaster University 1989 — 1993
BA, Economics
Queen's Commerce Society March 2015 - Present
Queen's Accounting Association March 2015 - Present
TD Wealth May 2015 - August 2015
Mosaic Sales Solutions June 2014 - July 2014
McDonald's Canada April 2013 - August 2013
DigitizedTees April 2011 - May 2012
Education
Queen's University 2013 — 2017
Bachelor's Degree, Accounting
Earl Haig Secondary School 2009 — 2013
Ontario Secondary School Diploma (OSSD)
TD Wealth August 2013 - Present
HSBC Securities 2008 - August 2013
Bank of America 2003 - 2008
UBS Investment Bank 1997 - 2003
Skills
Asset Allocation, Alternative Investments, Asset Management, Asset Managment, Equities, FINRA, Finance, Fixed Income, Hedge Funds, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Series 63, Series 7, Uniform Combined State..., Valuation, Wealth Management
Education
Muhlenberg College
BA, Philosophy, Business Administration
TD Wealth February 2012 - Present
Queen's University Alternative Assets Fund July 2013 - May 2014
Queen's School of Business June 2013 - May 2014
NAAAP Toronto March 2012 - November 2012
National Finance Students Association October 2008 - May 2012
Bank of Montreal August 2011 - February 2012
Edward Jones January 2010 - October 2010
York University July 2009 - September 2009
York Business Network June 2008 - August 2009
Skills
Office Suite (Word,..., Mutual Funds, Equities, Microsoft Office, Investments, Wealth Management, Customer Relations, Teamwork, Public Speaking, Problem Solving, Strategic Planning, Customer Service, Leadership, Strategy, Financial Analysis, Communication, Practice Management, Valuation, Financial Modeling, Accounting, Business Strategy, Microsoft Excel, Time Management, Financial Reporting, Economics, Marketing, Banking, Program Management
Education
Queen's University 2013 — 2014
Master of Finance
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2007 — 2010
BAS, Finance
Massachusetts Institute of Technology 2008 — 2008
Professional Education, Demand-Driven Supply Chain Management
TD Wealth 2008 - Present
TD Wealth 2006 - 2008
TD Bank (previously Commerce Bank) 2000 - 2006
Skills
Salesforce.com System..., Reporting & Analysis, Tableau, Business Analysis, Apex Data Loader, Ad Hoc Reporting, Data Analysis, Vlookup, MS Excel Pivot Tables, Quality Auditing, Banking, Loans, Relationship Management, Management, Analysis, Private Banking, Risk Management, Securities, Microsoft Office, Portfolio Management, Data Management, SharePoint, Business Objects, Integration, Due Diligence, Business Intelligence, System Administration, Sales Audit, Testing, Analytics, Training, Salesforce.com
Education
Shippensburg University of Pennsylvania
BA, Psychology
TD Wealth November 2012 - Present
Canaccord Wealth Management February 2012 - November 2012
Canaccord Wealth Management December 2004 - January 2012
CIBC Wood Gundy December 2001 - December 2004
Merrill Lynch Canada June 1999 - December 2001
Midland Walwyn March 1995 - June 1999
Investors Group July 1991 - March 1995
Investors Group August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL November 1985 - April 1986
Fredericton Express Hockey Club AHL August 1983 - July 1985
Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory
Education
Western University 1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA
Dalhousie University 1977 — 1980
BPE, Physical Education, 3.60
University of Pennsylvania 1973 — 1977
BA, History, French, 2.62 GPA
Athabasca University
Athabasca University
TD Wealth May 2013 - Present
Morgan Stanley Wealth Management June 2011 - May 2013
Morgan Stanley Smith Barney January 2009 - June 2011
Morgan Stanley Smith Barney January 2008 - December 2009
Education
Boston University
B.A
University of Sydney
Master of Arts (M.A.)
First Niagara May 2012 - Present
TD Wealth 2004 - 2011
Webster Bank 2002 - 2003
Fleet Bank 1993 - 2002
Central Guaranty Trust 1986 - 1992
Skills
Wealth Management, High Net Worth..., Investments, Asset Allocation, Portfolio Management, Relationship Management
Education
Simon Fraser University
BBA- Bachelors of Business Administration, Accounting & Marketing
Cannon Financial Institute
Certificates, Trust II & III, Investment Management I, II & III
Northwestern University
Certificate, National Trust School
QAGAR Systems Ltd May 1990 - Present
TD - Wealth August 2013 - August 2015
TD Bank Group May 2011 - April 2013
Manulife Financial April 2004 - March 2011
TD Bank Financial Group 1992 - 2004
Toronto District School Board September 1999 - February 2000
Bank of Montreal December 1983 - June 1990
Skills
SQL Server / DTS /..., VB / VBScript / VBA, SAS/SQL, COBOL, IBM Assembler, Troubleshooting, Problem Solving, Systems Analysis, Business Analysis, Access, MS Office Suite, PL/1, Visio, PeopleTools, Crystal Reports, Visual C#, VBScript, VBA, T-SQL, SQL Server 2000-2008, + Many more - Ask for..., SQL, SAS, SQL Server, JCL, VSAM, DB2, Microsoft SQL Server, PMO, Vendor Management, SDLC, MS Project, Requirements Gathering, Agile Methodologies, SAS programming, Business Requirements, Microsoft Office, Integration, Analysis, Project Management
Education
University of Toronto at Mississauga - Erindale College 1977 — 1980
BSc
Humber College
Army National Guard November 2010 - Present
Bank of America June 2015 - Present
TD Wealth March 2011 - May 2015
PNC Financial Services June 2006 - March 2011
Wachovia, A Wells Fargo Company April 2005 - June 2006
Skills
Series 7, Series 6, Series 65, Series 63, Investments, Loans, Banking, Portfolio Management, Wealth Management, Credit, Leadership, Project Management, Fixed Income, Mortgage Lending, Finance, Financial Services, Retail Banking, Risk Management, Relationship Management, Consumer Lending, Private Banking, Mutual Funds, Asset Management, Executive Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Advisory, Financial Planning, High Net Worth...
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Sociology and Biological Sciences
University of Maryland University College
MBA-Finance Course work
Liberty University
Master of Divinity (M.Div.)
United States Army Chaplain Center and School
Officer Leadership Course
TD Wealth June 2000 - Present
Merrill Lynch May 1987 - June 2000
Skills
Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Banking, Strategic Planning, Equities, Investments, Fixed Income, Investment Strategies, Asset Allocation, Risk Management, Retirement Planning, Bonds, Financial Analysis, Strategic Financial...
Education
Acadia University 1980 — 1985
BBA, Finance
CFA Institute
CFA, Investments and Securities
SixSigma.US September 2005 - Present
American Society for Quality September 2004 - Present
Quality First Training Services April 1998 - Present
TD Wealth January 2010 - March 2011
HKPO Proactive Solutions May 2009 - September 2009
Quality & Productivity Solutions, Inc. 2006 - 2009
Six Sigma Qualtec 2005 - 2006
Ford Motor Company 2002 - 2005
Washington Mutual 2003 - 2004
Ford Training 1998 - 2003
Skills
Statistics, Six Sigma, Problem Solving, DMAIC, Lean Manufacturing, Kaizen, Value Stream Mapping, Lean Sigma, 5S, Toyota Production System, Kanban, Theory of Constraints, Kaizen Facilitation, Root Cause Analysis, TRIZ, SPC, Project Mamangemet, Course Design and..., Workshop Facilitation, Operational Excellence, Process Engineering, TQM, Design of Experiments, Green Belt, Continuous Improvement, Black Belt, Business Process, Minitab, Quality Management, Process Improvement, FMEA, Business Process Mapping, Leadership, Data Analysis, Business Process..., ISO, DFSS, Cross-functional Team..., Training, Performance Improvement, Quality Assurance, PDCA, Quality System, Iso 9000, Process Excellence, Lean Transformation, Quality Auditing, Poka Yoke, Lean Thinking, 5 Why
Education
University of Guelph 1977 — 1981
B. Sc. Honours, Statistics
Concordia University
TD Wealth Private Investment Advice May 2004 - Present
TD Wealth 2004 - Present
Skills
Wealth Management, Mutual Funds, Finance, Insurance, Investments
Education
McGill University 1979 — 1984
Bachelor's Degree, Art History
TD Wealth August 2015 - Present
Canadian Forces January 2006 - Present
HollisWealth Advisory Services Inc. March 2015 - August 2015
TD Wealth July 2012 - February 2015
City of Mississauga January 2010 - June 2010
Skills
Team Leadership, Investments, Financial Analysis, Leadership, Finance, Teamwork, Microsoft Office, Project Planning, Strategic Financial..., Strategic Planning, Customer Service, Risk Management, Analysis, Time Management
Education
Canadian Securities Institute 2012 — 2014
Certificate
George Brown College 2012 — 2012
Financial Planning Certificate, Financial Planning and Services
York University 2007 — 2010
Environmental Studies, Urban and Regional Planning and GIS
University of Waterloo 2003 — 2006
Environmental Studies, Resource Studies
TD Wealth August 2004 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Strategic Financial..., Wealth Management, Investments, Risk Management, Portfolio Management, Mutual Funds, Financial Risk, Asset Managment, Strategic Planning, Financial Analysis, Financial Modeling, Business Strategy, Finance, Retirement, Asset Management, High Net Worth..., Equities, Fixed Income, Corporate Finance, Financial Advisory, Strategy, Financial Planning
Education
Queen's University 2004 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Society of Management Accountants of Alberta 2001 — 2003
Accounting and Business/Management
Royal Military College of Canada/Collège militaire royal du Canada 1991 — 1996
Commerce
TD Wealth September 2015 - Present
U.S. Trust February 1997 - September 2015
Skills
Wealth Management, Financial Services, Strategic Planning, Portfolio Management, Investments, Banking, Alternative Investments, Equities, Financial Planning, Asset Allocation, Hedge Funds, High Net Worth..., Fixed Income, Asset Management, Series 7
Education
Fairfield University 1974 — 1978
Bachelor of Scie, Marketing
TD Wealth June 2004 - Present
Skills
Trust Services, Trust Management, Trusted Business Partner, Wealth Management
Education
Cedar Crest College 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
TD Wealth August 2013 - Present
TD February 2012 - July 2013
WIND Mobile October 2010 - March 2012
Statistics Canada April 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, Java, C, English
Education
Seneca College of Applied Arts and Technology 2009 — 2013
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Oracle September 2015 - Present
Cisco May 2015 - August 2015
Queen's Commerce Society March 2014 - April 2015
Queen's School of Business September 2014 - January 2015
Student Voice Initiative July 2013 - November 2014
The Next 36 April 2014 - August 2014
TD Wealth May 2013 - August 2013
Ontario Student Trustees' Association August 2012 - July 2013
Leading to the Future April 2011 - July 2013
Ontario Student Trustees' Association August 2011 - July 2012
Skills
Public Speaking, Leadership, Entrepreneurship, Business Development, Time Management, Strategy, Educational Leadership, Student Engagement, Marketing Strategy, Data Analysis, Business Strategy, Financial Analysis, Market Research, Product Management, Forecasting, Digital Strategy, Business Modeling, VBA, Enterprise Software, SaaS, Solution Selling
Education
Queen's University 2012 — 2016
Bachelor of Commerce (Honours), Strategy
East Northumberland Secondary School 2008 — 2012
Ontario Secondary School Diploma (Ontario Scholar)
CIBC February 2015 - Present
TD Wealth March 2014 - February 2015
TD Bank Group January 2012 - February 2014
Inter Fret Importers May 2009 - January 2012
Mashreq Bank May 2006 - May 2009
RBC May 2005 - April 2006
RBC May 2003 - May 2005
RBC January 2000 - April 2003
Skills
Relationship Management, Sales Management, Consultative Selling, Wealth Management, Financial Analysis, Account Management, Strategic Planning, Investments, Portfolio Management, Sales, Trade Finance, Cross Selling, Selling, Business Development, Branch Banking, Business Strategy, Equities, Credit, Derivatives, Financial Risk, Loans, Business Services, Business Analysis, Financial Services, Fixed Income, Strategic Financial..., Credit Risk, Finance, Business Planning, Commercial Banking, Islamic Finance, Investment Strategies, Financial Planning
Education
University of Idaho 2000 — 2004
BBA, Marketing Management
Sheridan College 1996 — 2000
Business Administration Diploma, Marketing Mgmt
TD Wealth January 2012 - Present
TD Wealth Management July 2007 - February 2012
Bank of America April 2000 - July 2007
Bank of America (Formerly Fleet Bank) March 1996 - April 2000
Downeast Pension Services 1995 - 1996
Bank of America (Formerly Fleet Bank) January 1992 - August 1995
Bank of America (Formerly Maine National Bank) September 1987 - January 1992
Skills
Retirement Planning, Employee Benefits, Pensions, Retirement, 401k, Wealth Management, Mutual Funds, Small Business, Qualified Retirement..., Team Management, Defined Benefit, Institutional..., Investments, Investment Advisory, Defined Contribution
Education
University of Maine 1980 — 1984
BA, Zoology
MD Financial Management Gestion financière MD April 2014 - Present
TD Wealth February 2011 - April 2014
HSBC Private Bank March 2007 - February 2011
HSBC January 2005 - March 2007
RBC Global Private Banking May 2003 - December 2004
Skills
Estate Planning, Asset Management, Private Banking, Investment Strategies, Financial Planning, High Net Worth..., Private Wealth..., Alternative Investments, Succession Planning, Portfolio Management, Retirement Planning, Business Strategy, Wealth Management..., Asset Managment, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Financial Analysis, Equities, Fixed Income, Investments, Risk Management, Due Diligence, Mutual Funds, Securities, Financial Risk, Investment Management, Financial Services, Wealth, Asset Allocation, Hedge Funds, Relationship Management, Banking, AML, Private Equity, Credit, Structured Products, Financial Markets, Bonds, Investment Banking, Pensions, Derivatives, Trading, Capital Markets, Emerging Markets, Loans, Financial Structuring, Mortgage Lending, Commercial Banking
Education
Carleton University 1991 — 1995
BA (Hons)
TD Wealth January 2015 - Present
Edward Jones 2013 - January 2015
TD 2011 - 2013
BMO Nesbitt Burns 2010 - 2011
Aritzia 2006 - 2008
Skills
Canadian Securities..., Mutual Funds, Mortgage Lending, Banking, Credit, Customer Satisfaction, Wealth Management, Investment Strategies, Relationship Driven, Relationship Management, Relationship..., Tax-planning, Estate Planning, Stocks, Stock Market, Bonds, Bond Pricing, Life Insurance, Financial Services, Investments, Retail Banking, Risk Management, Financial Planning
Education
Sheridan College
Advanced Diploma-Honours, Banking & Wealth Management, 3.72 GPA
TD Wealth October 2006 - Present
RBC Dominion Securities August 1996 - October 2006
Bennett Jones LLP August 1994 - December 1995
Skills
Investments, Retirement Planning, Tax, Wealth, Investment Strategies, Finance, Wealth Management, Securities, Small Business, Management, Strategy, Portfolio Management, Estate Planning, Asset Allocation, High Net Worth..., Financial Risk, Financial Services, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Asset Management, Fixed Income, Financial Advisory, Private Equity, Investment Management, Hedge Funds, Equities, Capital Markets, Financial Planners, Alternative Investments, Risk Management, Loans, Mortgage Lending, Options
Education
York University - Osgoode Hall Law School 1988 — 1991
LL.B, Law
University of Calgary 1984 — 1988
BA, Political Science, Psychology
Aish HaTorah College of Jewish Studies 1991 — 1994
Talmudic Jurisprudence
TD Wealth November 1997 - Present
Education
St. Lawrence College 1983 — 1986
TD Wealth November 2013 - Present
PNC Wealth Management March 2012 - November 2013
PNC Wealth Management February 2011 - March 2012
PNC Private Client Group April 2009 - February 2011
Bank of America Premier Banking & Investments February 2008 - April 2009
PNC Private Client Group June 2005 - February 2008
PNC September 2004 - June 2005
Skills
Series 7, Uniform Combined State..., Series 66, Wealth Management, Manage Client..., Private Banking, Business Networking, Building Strong..., Channel Partner..., Real Estate Lending, Asset Based Lending, Cash Flow Lending, Unsecured Loans, Investment Management, Retirement Planning, Fiduciary Services, Strategic Financial..., Financial Services, Retail Banking, Consumer Lending
Education
Muhlenberg College 1999 — 2003
Bachelor of Arts
TD Wealth August 2015 - Present
TD Canada Trust June 2012 - Present
Trillium Sales Group Inc. July 2011 - May 2012
Eservus Online Concierge December 2010 - June 2011
Fiber Protection Services Inc January 2000 - February 2010
BMO Mbanx Direct 2001 - 2001
Skills
Customer Service, Customer Relations, New Business Development, Personal Finance, Financial Planning, Account Management, Consultative Selling, Problem Solving, Microsoft Office, Marketing Strategy, Budgeting, Excel, Word, Cold Calling, Advertising, Public Speaking, Product Development, Promotions, Customer Satisfaction, Negotiation
Education
CSI 2011 — 2012
Canadian Securities Course, CPH & Investment Fund In Canada, Finance
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2004 — 2007
BAS, Business
Seneca College of Applied Arts and Technology 2001 — 2004
Business Administration, Financial Planning
TD Wealth January 2010 - Present
TD April 2002 - January 2010
Education
York University - Schulich School of Business 1999 — 2003
BI Norwegian Business School 2001 — 2001
CFA Institute
CFA Charterholder
TD Bank September 2015 - Present
TD Bank August 2013 - September 2015
TD Wealth February 2012 - July 2013
TD Bank January 2009 - February 2012
TD Securities September 2004 - January 2009
TD Bank July 2003 - September 2004
TD Securities September 2002 - July 2003
TD Commercial Banking January 2000 - September 2002
TD Commercial Banking May 1995 - January 2000
Skills
Capital Markets, Fixed Income, Derivatives, Banking, Bloomberg, Credit Analysis, Investment Banking, Investments, Mutual Funds, Market Risk, Credit Derivatives, Interest Rate..., Bonds, Trading Systems, Credit Risk, Loans, Risk Management, Operational Risk..., Enterprise Risk..., Risk Analytics
Education
University of Pennsylvania - The Wharton School
Advanced Risk Management Program
Wilfrid Laurier University 1991 — 1995
Honours Bachelor of Business Administration (BBA), Finance and Economics
CFA Institute
CFA
TD Bank Financial Group April 2014 - Present
TD Wealth June 2012 - April 2014
TD Waterhouse Private Banking May 2008 - June 2012
Barclays Wealth July 2006 - March 2008
CBMG 2004 - 2006
CIBC 1998 - 2004
CIBC 1998 - 1999
CIBC 1992 - 1998
Skills
Wealth Management, Private Banking, Leadership, Banking, Retail Banking, Strategy, Change Management, Portfolio Management, Manage Client..., Customer Journey Mapping, Consulting, Wealth Management..., Finance, Investment Advisory, Relationship Management, Financial Services, Risk Management, Mutual Funds, Investments, High Net Worth...
Education
University of Saskatchewan 1986 — 1990
B Comm, Finance
Actuarial Systems Corporation March 2012 - Present
TD Wealth June 2010 - March 2012
Benefit Strategies, LLC March 1997 - December 2009
First New England Benefits January 1995 - January 1997
Walker Associates, Inc January 1992 - January 1995
Skills
Employee Benefits, Mutual Funds, Retirement Planning, 401k, Defined Benefit, Pensions, Retirement, Defined Contribution, ERISA, Financial Services, Series 63, Financial Advisory, Training, Investments, Benefits Administration
Education
University of Maine 1987 — 1991
Bachelors of Science, Public Administration; Public Relations
TD Wealth March 2012 - Present
TD Canada Trust June 2009 - February 2012
Ryerson University Finance Society March 2008 - August 2010
Skills
Banking, Reporting & Analysis, Project Management, Project Planning, Process Improvement, Data Analysis, Finance
Education
Ryerson University 2006 — 2010
Bcom, Accounting
TD Wealth May 2014 - Present
TD Wealth Management 2010 - Present
Fasken Martineau DuMoulin 2007 - 2010
Artsmarketing Services Inc. 2003 - 2005
National Gallery of Canada 2003 - 2003
Canada Council for the Arts 2002 - 2002
The Museum of Modern Art 2002 - 2002
Skills
Wills, Corporate Law, Mediation, Trusts, Legal Research, Estate Planning, Corporate Governance, Tax Law, Securities, Estate Law, Estate Administration, Legal Advice, High Net Worth..., Estate Tax Planning, Powers of Attorney, Legal Writing
Education
Western University 2005 — 2008
LL.B.
University of Otago 2007 — 2007
Law Exchange Program
Columbia University in the City of New York 2001 — 2003
M.A.
McGill University 1996 — 2000
B.A. (Hons.)
Centro Linguistico Dante Alighieri 1998 — 1998
Università degli Studi di Siena 1998 — 1998
TD Wealth January 2014 - Present
TD Waterhouse December 2012 - January 2014
TD Waterhouse November 2008 - December 2012
TD Asset Management November 2010 - July 2011
Skills
Banking, Mutual Funds, Options, Retail Banking, Fixed Income, Investments, Wealth Management, Capital Markets, Equity Trading, Equity Derivatives, Trading, Securities, Derivatives, Investment Strategies, Equities, Portfolio Management
Education
Royal Roads University
Bachelor's Degree, Bachelor of Commerce in Entrepreneurial Management
University of Toronto
TEFL-Teaching English as a Foreign Language Instructor
Humber College
Associate's Degree, Business Management - Financial Services
Servus Credit Union March 2015 - Present
TD Wealth August 2008 - March 2015
TD November 2004 - March 2015
TD Canada Trust August 2006 - August 2008
TD Canada Trust November 2004 - August 2006
Skills
Mutual Funds, Investments, Banking, Portfolio Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Fixed Income, Equities, Retirement, Financial Advisory, Finance, Financial Services, Financial Planning
Education
University of Alberta 2002 — 2004
BComm, Business Studies
University of Alberta 1998 — 2002
BA, Economics
TD Wealth November 2013 - Present
Skills
Wealth Management, Financial Planning, Insurance, Investments, Financial Analysis
Education
Ecole du Barreau 1990 — 1991
Law
Université de Montréal 1986 — 1989
Law
Concordia University 1983 — 1986
Commerce, Management
TD Wealth January 2009 - Present
TD Wealth January 2005 - December 2008
TD Wealth January 2001 - December 2004
Skills
Portfolio Management, Investments, Investment Products, Asset Management, Portfolio Strategy, Model Portfolios, Research, Equity Research, Equity Valuation, Asset Managment, Mutual Funds, Fixed Income, Investment Strategies, Investment Management, Asset Allocation, Wealth Management, Equities, ETFs, Securities, Capital Markets, Investment Advisory
Education
Saint Mary's University
Bachelor of Commerce (B.Com.), Accounting and Finance
TD Wealth December 2003 - January 2012
Roxbury Highland Bank September 2000 - December 2003
Sovereign Bank/Fleet Bank December 1992 - September 2000
Skills
Excel, Power Point,..., MS Word, Access,..., Quickbooks, Email, FIS,...
Education
Daniel Webster College 2005 — 2007
MBA, Business Management
2003 University of Massachusetts 1997 — 2003
B.S, College of Management. Concentration: Accounting with a minor in Sociology
TD Wealth June 2010 - Present
Wells Fargo Private Bank / Wachovia Wealth Management June 2006 - June 2010
PNC Advisors June 2003 - 2006
Skills
Banking, Strategic Financial..., Credit, Portfolio Management, Financial Services, Small Business Lending, Finance, Wealth, Wealth Management, Commercial Lending, Commercial Banking, Credit Analysis, Series 7, Mortgage Lending, Risk Management, Series 66, Financial Planning
Education
Saint Peter's University
Saint Peters University
B.S. /M.I.S, Computer Science / Management Information Systems
TD Wealth Management November 2011 - Present
TD Wealth January 2006 - November 2011
New York Life Investment Management October 1998 - January 2006
Skills
Fixed Income
Education
Framingham State College 1993 — 1996
Bachelor of Arts (B.A.), Political Science and Government
TD Wealth March 1999 - September 2015
Skills
Trust Management, Estate Planning, Skilled High Net Worth..., Trusted Business Partner, Banking, Financial Analysis, Financial Services, Investments, Wealth Management, Mortgage Lending
Education
Chatham University 1980 — 1984
Pittsfield High School 1977 — 1980
Bachelor of Arts